Transferring Data Between Rows

[Allison10x]

Hello. I am trying to figure out a way  to do a "transfer" in Alteryx. 

This is a fake data resembling on the input data I am using:

Product Facility	Receiving Entity	Sending Entity	Units BOY	Units EOY	Date of Transfer	Transferred Units
Atlanta		1	3		05/13/23	2
Houston	1		1		05/13/23	2
Detroit	2		0		01/01/23	16
Boston		2	16		01/01/23	16

The desired EOY column would look like this:

Units EOY

1

3

16

0

 Is it possible in Alteryx to take this data and get the appropriate end of year (EOY) amounts? I've tried using the Multi-row formula tool and it keeps returning a null value. Any assistance would be appreciated.

[binu_acs]

@Allison10x what is the logic to get the EOY Amount?

[Allison10x]

@binu_acs The logic behind the EOY amount is that it would take the BOY amount from the indicated sending entity and transfer the "Transferred Units" to the receiving entity's EOY column. There are two different transfers indicated by numbers in the "Receiving Entity" and "Sending Entity" column. 

For example - Atlanta (sending entity) originally has 3 units and is transferring 2 to Houston (receiving entity), which currently has 1 unit. Once the transfer is complete, Atlanta will have 1 unit remaining and Houston will now have 3 units.  

[Calvin6KV · Accepted solution]

Hi @Allison10x, I am assuming that the "Receiving Entity" and "Sending Entity" are just used as indicators and that each number refers to one transaction. Do correct me if I got this wrong.

Based on my assumption, I made a simple workflow which did achieved the same results. Do let me know if this helps.